About Us

Who Are We

We are an interdisciplinary organization for professionals dedicated to advancing the education of ourselves, our communities, out clients and prospective clients.  our members represent the following professional disciplines and industries:

Certified Public Accounts

Certified Financial Planners


Investment Bankers

Trust Officers

Mortgage Brokers

Insurance Agents



Nonprofit Professionals

The financing of one's retirement, disposition of personal assets/property of both individuals and business entities, avoidance of unnecessary taxes, protection of second and later generations of family or business partners are all complex issues wrapped within an ever changing code of laws. As professionals, we must ensure that we stay at the front edge of estate planning tools for our clients, perspective clients, and our community.